NasdaqGS:LPLACapital Markets
LPL’s New High-Net-Worth Recruits: Incremental Win or Strategic Shift for LPLA’s Platform Advantage?
LPL Financial LLC recently announced that HighWater Wealth, serving approximately US$2.40 billion in advisory assets, and advisor Alan Feutz of Genesis Wealth have joined its broker-dealer and RIA platforms, expanding support for high-net-worth and retirement-focused clients.
The moves highlight growing advisor preference for LPL’s independent, planning-centric platform, combining open-architecture investment access with advanced trust, estate and multi-generational wealth...